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Truist Financial

1,627 hedge funds and large institutions have $43.2B invested in Truist Financial in 2026 Q1 according to their latest regulatory filings, with 148 funds opening new positions, 631 increasing their positions, 642 reducing their positions, and 142 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

less ownership

Funds ownership:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less call options, than puts

Call options by funds: $ | Put options by funds: $

2% less funds holding

Funds holding: 1,6631,627 (-36)

8% less capital invested

Capital invested by funds: $47.2B → $43.2B (-$4.01B)

13% less funds holding in top 10

Funds holding in top 10: 1614 (-2)

Holders
1,627
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$304M
Puts
$309M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NP
1301
NorthRock Partners
Minnesota
$215K
MA
1302
MONECO Advisors
Connecticut
$214K
AA
1303
Alta Advisers
United Kingdom
$214K
QFW
1304
QTR Family Wealth
Florida
$214K
PWMAG
1305
Pinnacle Wealth Management Advisory Group
New Jersey
$213K
LFIA
1306
Legacy Financial Independent Advisors
Kentucky
$213K
SIA
1307
Soltis Investment Advisors
Utah
$213K
1WA
1308
180 Wealth Advisors
Washington
$212K
VAG
1309
VisionPoint Advisory Group
Texas
$212K
TAR
1310
Trask Adam Roland
$211K
HCM
1311
Howard Capital Management
Georgia
$211K
SMA
1312
Sage Mountain Advisors
Georgia
$210K
MAMU
1313
Myriad Asset Management US
Florida
$210K
CPA
1314
Capital Performance Advisors
California
$210K
WDC
1315
Woodward Diversified Capital
California
$209K
JTWM
1316
Jackson Thornton Wealth Management
Alabama
$208K
ACA
1317
American Capital Advisory
Idaho
$208K
NDSI
1318
Newman Dignan & Sheerar Inc
Rhode Island
$208K
CCA
1319
Childress Capital Advisors
Texas
$207K
TF
1320
Trek Financial
Arizona
$206K
HAG
1321
HighPoint Advisor Group
Illinois
$206K
PWS
1322
Pursuit Wealth Strategies
North Carolina
$206K
CW
1323
CrossGen Wealth
North Carolina
$206K
PCM
1324
Passive Capital Management
Maryland
$205K
CM
1325
Capital Management
Virginia
$204K